Private Wealth Partners’s Equinix EQIX Stock Holding History

Private Wealth Partners’s Portfolio EQIX Stock Details EQIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-400	Closed	-$355K	–	174
2024 Q3	$355K	Hold	400	–	–	0.03%	143
2024 Q2	$303K	Sell	400 -130	-25%	-$98.7K	0.02%	142
2024 Q1	$437K	Buy	530 +230	+77%	+$193K	0.04%	116
2023 Q4	$242K	Hold	300	–	–	0.02%	149
2023 Q3	$218K	Hold	300	–	–	0.02%	148
2023 Q2	$235K	Hold	300	–	–	0.02%	144
2023 Q1	$216K	Buy	+300	New	+$211K	0.02%	145
2020 Q2	–	Sell	-721	Closed	-$450K	–	120
2020 Q1	$450K	Hold	721	–	–	0.08%	85
2019 Q4	$421K	Buy	+721	New	+$405K	0.06%	93
2019 Q3	–	Sell	-721	Closed	-$364K	–	130
2019 Q2	$364K	Sell	721 -8	-1%	-$3.84K	0.06%	100
2019 Q1	$330K	Buy	+729	New	+$297K	0.05%	98

Other funds holding EQIX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Private Wealth Partners's EQIX Position: Q4 2024 in Review

Private Wealth Partners sold out of Equinix (EQIX) in Q4 2024, closing a stake of 400 shares — an estimated $355K sold.

Private Wealth Partners first reported a position in EQIX in Q1 2019 and held it in 11 quarters. The position peaked at $450K in Q1 2020. 1,191 funds tracked by Wall St. Rank hold EQIX as of Q4 2024.

Private Wealth Partners reported no remaining Equinix position as of Q4 2024 after selling out during the quarter.
Private Wealth Partners sold 400 Equinix shares in Q4 2024, an estimated $355K.
Private Wealth Partners first reported a position in Equinix in Q1 2019 and held it in 11 quarters.
Private Wealth Partners's Equinix position peaked at $450K in Q1 2020.
1,191 funds tracked by Wall St. Rank held Equinix as of Q4 2024.

Based on Private Wealth Partners's 13F filing for Q4 2024, filed 3 Feb 2025.